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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-27 |
Branch Locations
Sacramento, CA • United States
99 Almaden Blvd Suite 730, San Jose, CA 95113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Roseville | CA | 01/2025 | 12/2025 |
| Massmutual Life Insurance Company | Roseville | CA | 01/2025 | 12/2025 |
| Full-Time Student | Boston | MA | 08/2012 | 08/2018 |
| Full-Time Student | San Francisco | CA | 08/2018 | 06/2019 |
| Billings Symphony Orchestra | Billings | MT | 06/2019 | 02/2020 |
| Unemployed | Fremont | CA | 02/2020 | 08/2020 |
| San Francisco Symphony | San Francisco | CA | 08/2020 | 08/2023 |
| San Jose State University | San Jose | CA | 08/2021 | 08/2023 |
| Ameriprise Financial Services, Llc | Sacramento | CA | 12/2025 | 04/2026 |
| Mml Investors Services, Llc | Sacramento | CA | 08/2023 | 01/2025 |
| Mariner | Overland Park | KS | 04/2026 | Present |
Outside Employment; Santa Cruz Symphony; Substitute musician.; Freelance musician for multiple symphony orchestras.; 307 Church Street, , Santa Cruz, CA, 95060; Not Investment-Related; 04/28/2025; 1 to 9 hours per month; 0 during trading hours / Stockton Symphony; Substitute musician.; Freelance musician for multiple symphony orchestras.; 5151 Pacific Avenue, , Stockton, CA, 95207; Not Investment-Related; 04/08/2024; 1 to 9 hours per month; 0 during trading hours / Lakes Area Music Festival; Substitute musician.; Freelance musician for multiple symphony orchestras.; 715 Laurel Street, , Brainerd, MN, 56401; Not Investment-Related; 07/24/2024; 1 to 9 hours per month; 0 during trading hours. Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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